See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,423 | $67,606-43.2% | $82,313-53.3% | $70,131-45.2% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 14.79% | 21.57%-6.8pp | 25.88%-11.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,141 | $1,755-35.0% | $2,428-53.0% | $2,342-51.3% |
| Participant deferral / active EE | $2,130 | $2,987-28.7% | $3,706-42.5% | $3,332-36.1% |
| Admin fee / account holder | $8,514 | $4,512+88.7% | $5,608+51.8% | $4,645+83.3% |